Principal Wealth Strategist (Foundational SME)

Monstro•New York, NY

10d•Hybrid

About The Position

Monstro is hiring a senior Wealth Strategy Subject Matter Expert to serve as the internal authority on comprehensive wealth management across cashflow, tax, legal, investment, and financial planning domains. This role is comparable in scope and seniority to a Principal Wealth Strategist or Advanced Planning Strategist at top-tier financial institutions. It is a foundational hire, responsible for ensuring that Monstro’s early financial logic reflects institution-grade rigor, correctness, and cross-domain judgment.

Requirements

Senior-level experience equivalent to a Wealth Strategist or Advanced Planning Strategist at a top financial institution
Advanced professional designation such as: CPA, JD / Attorney
Deep tax expertise with strong understanding of downstream implications
Demonstrated experience in estate planning and legal structures
Broad financial planning background beyond a single specialty
Strong academic and technical foundation
Ability to reason across domains and understand compounding effects
Comfort operating as a senior IC and technical authority
Not a junior, sales-oriented, or relationship-only advisor profile

Nice To Haves

Experience supporting digital advice platforms or fintech products
Prior work translating expert judgment into scalable systems
Exposure to AI-enabled or rules-based financial tools
Experience in UHNW or highly complex wealth environments

Responsibilities

Serve as the internal authority on comprehensive wealth strategy across Tax, Estate planning and legal structures, Investments, Broader financial planning
Bring deep expertise in one or more domains, with the ability to reason across all four as an integrated system
Evaluate complex scenarios and identify second- and third-order impacts across domains
Establish standards for accuracy, completeness, and consistency of financial logic
Review and validate early advice frameworks, assumptions, and edge cases
Act as a senior technical reviewer for high-impact or high-risk planning scenarios
Ensure early decisions withstand expert scrutiny and institutional expectations
Translate expert financial judgment into Rules, Constraints, Decision frameworks
Partner with product and engineering to inform how financial logic is implemented
Contribute to future rules packages and expanded domain coverage
Help distinguish where behavioral simplification is appropriate — and where it introduces risk
Help define Monstro’s initial wealth strategy architecture
Ensure cross-domain dependencies are documented and understood
Build a foundation that supports future scale without rework or gaps